Custom fields are used to add additional information to better classify your contact list. They can be used as filters , and their information can be imported and exported from each of your contacts.
Create predefined custom fields
From Settings > CRM > Custom Fields click + Create
In Name , include a short title to identify the field
The Key field does not need to be modified as it is auto-completed
In the Type field, select one of the options detailed below
In the Scope field, choose the type of contact this field will be used for, such as Contacts in general, or more specifically : Person , Company , Customer , Supplier , Opportunity
Click Create
The following types of custom fields exist:
Text field
Open field where only text and numbers can be enteredNumber
Used to enter numbers and classify contactsDate
Used to record any type of date in the contact
Selection
This field generates a list of options so you can choose one
Radio
This is a multi-option field with a different format
Checkbox:
Allows you to select various options from those available
Assign custom fields to a contact
Go to Contacts to access the list
Select the contact you want to assign the custom field to
In the side panel, tap the contact's name or click More
In the left menu, click the button Add custom fields
In the pop-up window, in the Assign predefined custom fields section, select the field you want to include in the contact
Enter a value for the added field
Press Save
In this same window you can also add specific custom fields for this specific contact.
Update data in custom fields
Go to Contacts to access the list
Select the contact you want to assign the custom field to
In the side panel, tap the contact's name or click More
In the Custom Fields section, click Edit
Modify the necessary information and click Save
Edit and delete custom fields
Go to Custom Fields
Select the one you want to modify or delete
Change the necessary data
Press Save or click Delete as needed